Automola + AMS360
for the service and renewal work around the AMS.
AMS360 stays your agency management system. Automola helps run the follow-up around it — renewal touches, service requests, and new-business chasing — and never quotes, binds, or advises on its own.
Automola + AMS360 means Automola can act as an AI workflow layer around AMS360: it watches approved signals, drafts or runs routine next steps, holds sensitive decisions, and leaves a receipt tied to the source.
What AMS360 is doing.
AMS360 is an agency management system for independent insurance agencies, covering policies, clients, and accounting.
External reference: AMS360 by Vertafore
What Automola can own.
What is possible depends on your AMS360 access, integration availability, permissions, and the workflow you want Automola to run.
From the first lead to the next idea.
The same managers work every stage — and tie AMS360 to the rest of the tools you already run.
Nova captures the new-business lead, gathers the intake an agent needs, and books the conversation — the quote and the advice stay with your licensed team.
Sarah keeps clients answered on service requests, ID cards, and COIs and never lets a renewal sneak up, so retention holds.
Atlas works the AMS360 renewal list, chases missing documents, and keeps service tickets moving, so nothing slips between download and renewal.
Pico surfaces round-out and cross-sell opportunities and referral moments for your producers to act on — never quoting or binding, just teeing it up.
Use it when the tool has the record, but nobody owns the next step.
Renewals slip out the back door.
Service requests and certificates pile up.
New-business quotes go un-chased.
What it looks like in practice.
Example: when A renewal approaches, Automola can starts the 90/60/30-day review and drafts the outreach.. The owner control is explicit: never quotes, binds, or recommends coverage — that holds for a licensed human.
What actually runs around AMS360.
Practical workflow patterns, not a claim of a certified app.
The inputs Automola can watch.
The work Automola can prepare.
What never happens without your word.
Automola is built around a simple rule: it can move routine work, but it stops before anything that makes a new promise, changes access, affects money, or touches a sensitive customer situation.
Plain answers.
Is Automola a replacement for AMS360?+
No. This is about workflow coverage around AMS360, not replacing your agency management system.
Will it bind or quote coverage?+
No. Binding, quoting, and coverage advice always hold for a licensed human.
Start with AMS360.Keep the owner in control.
Connect the tools you already use. Let Automola run the routine workflow around AMS360, and keep sensitive decisions with you.